Sagespring Wealth Partners
PFE icon

Sagespring Wealth Partners’s Pfizer PFE Stock Holding History

Sagespring Wealth Partners’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.74M Buy
60,920
+588
+1% +$15.6K 0.03% 241
2026
Q2 		$1.45M Sell
60,332
-17,720
-23% -$464K 0.02% 273
2026
Q1 		$2.19M Buy
78,052
+13,443
+21% +$358K 0.04% 184
2025
Q4 		$1.61M Buy
64,609
+3,106
+5% +$78.3K 0.03% 224
2025
Q3 		$1.57M Buy
61,503
+7,513
+14% +$185K 0.03% 221
2025
Q2 		$1.31M Buy
53,990
+9,610
+22% +$224K 0.03% 230
2025
Q1 		$1.12M Buy
44,380
+2,264
+5% +$59.2K 0.03% 228
2024
Q4 		$1.12M Buy
+42,116
New +$1.14M 0.03% 201

Other funds holding PFE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sagespring Wealth Partners's PFE Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Pfizer (PFE) stake by 0.97% in Q3 2026, buying an estimated $15.6K and bringing the position to 60,920 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #241.

Sagespring Wealth Partners first reported a position in PFE in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.19M in Q1 2026. 2,556 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Sagespring Wealth Partners held 60,920 shares of Pfizer worth $1.74M as of Q3 2026.
  • Sagespring Wealth Partners bought 588 Pfizer shares in Q3 2026, an estimated $15.6K.
  • Pfizer made up 0.03% of Sagespring Wealth Partners's portfolio in Q3 2026, its #241 holding.
  • Sagespring Wealth Partners first reported a position in Pfizer in Q4 2024 and has held it in 8 quarters since.
  • Sagespring Wealth Partners's Pfizer position peaked at $2.19M in Q1 2026.
  • 2,556 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.